eCourse
Special Needs Trusts: Using the Texas Property Code vs. Texas Estates Code
Contains material from Feb 2017
Special Needs Trusts: Using the Texas Property Code vs. Texas Estates Code
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Session 1: Property Code vs. Estates Code: Which is Appropriate When Creating Your SNT? -
Session 2: Court Accountings for Trusts Established Under Chapter 1301 of the Texas Estates Code - Trusts established under Chapter 1301 of the Texas Estates Code generally require the filing of court accountings “in the same manner and form that is required of a guardian of the estate.” Understand the basic requirements of such accountings, including both annual and final accountings, as well as when to seek court permission in advance for unusual or large disbursements, rather than surprising the court at the time of the accounting. Are there situations where a court accounting is not required on a 1301 Trust? Is the cost and hassle of a court accounting a reason to consider alternatives to a 1301 Trust? And are there things that a trustee can do to make the court accounting process proceed in a cost-efficient and timely manner?
Session 2: Court Accountings for Trusts Established Under Chapter 1301 of the Texas Estates Code - Trusts established under Chapter 1301 of the Texas Estates Code generally require the filing of court accountings “in the same manner and form that is required of a guardian of the estate.” Understand the basic requirements of such accountings, including both annual and final accountings, as well as when to seek court permission in advance for unusual or large disbursements, rather than surprising the court at the time of the accounting. Are there situations where a court accounting is not required on a 1301 Trust? Is the cost and hassle of a court accounting a reason to consider alternatives to a 1301 Trust? And are there things that a trustee can do to make the court accounting process proceed in a cost-efficient and timely manner?
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1.
Property Code vs. Estates Code: Which is Appropriate When Creating Your SNT? (Feb 2017)
Holly J. Gilman
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Slides
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Session 1
—30 mins
Property Code vs. Estates Code: Which is Appropriate When Creating Your SNT? (Feb 2017)
Originally presented: Feb 2017 Special Needs Trusts
Holly J. Gilman,
Gilman & Associates, P.C. - Austin, TX
Show session details
2.
Court Accountings for Trusts Established Under Chapter 1301 of the Texas Estates Code (Feb 2017)
Scott Stebler, Sarah Sulak
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Session 2
—32 mins
Court Accountings for Trusts Established Under Chapter 1301 of the Texas Estates Code (Feb 2017)
Trusts established under Chapter 1301 of the Texas Estates Code generally require the filing of court accountings “in the same manner and form that is required of a guardian of the estate.” Understand the basic requirements of such accountings, including both annual and final accountings, as well as when to seek court permission in advance for unusual or large disbursements, rather than surprising the court at the time of the accounting. Are there situations where a court accounting is not required on a 1301 Trust? Is the cost and hassle of a court accounting a reason to consider alternatives to a 1301 Trust? And are there things that a trustee can do to make the court accounting process proceed in a cost-efficient and timely manner?
Originally presented: Feb 2017 Special Needs Trusts
Scott Stebler,
Stebler & Sulak, PLLC - Austin, TX
Sarah Sulak,
Stebler & Sulak, PLLC - Austin, TX